Avior Wealth Management’s JPMorgan BetaBuilders Japan ETF BBJP Stock Holding History

Avior Wealth Management’s Portfolio BBJP Stock Details BBJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203K	Buy	+2,694	New	+$199K	0.01%	761
2025 Q1	–	Sell	-2,731	Closed	-$150K	–	878
2024 Q4	$150K	Buy	2,731 +541	+25%	+$30.9K	0.01%	788
2024 Q3	$130K	Sell	2,190 -289	-12%	-$16.6K	0.01%	813
2024 Q2	$140K	Buy	2,479 +22	+0.9%	+$1.24K	0.01%	770
2024 Q1	$144K	Buy	+2,457	New	+$136K	0.01%	812
2021 Q2	–	Sell	-21	Closed	-$1K	–	1030
2021 Q1	$1K	Buy	+21	New	+$1.21K	﹤0.01%	935
2019 Q3	–	Sell	-193	Closed	-$9K	–	779
2019 Q2	$9K	Buy	+193	New	+$8.72K	﹤0.01%	603

Other funds holding BBJP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Avior Wealth Management's BBJP Position: Q2 2026 in Review

Avior Wealth Management opened a new position in JPMorgan BetaBuilders Japan ETF (BBJP) in Q2 2026: 2,694 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in BBJP as recently as Q4 2024.

Avior Wealth Management first reported a position in BBJP in Q2 2019 and has held it in 7 quarters since. 261 funds tracked by Wall St. Rank hold BBJP as of Q2 2026.

Avior Wealth Management held 2,694 shares of JPMorgan BetaBuilders Japan ETF worth $203K as of Q2 2026.
JPMorgan BetaBuilders Japan ETF was a new Avior Wealth Management position in Q2 2026.
JPMorgan BetaBuilders Japan ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #761 holding.
Avior Wealth Management first reported a position in JPMorgan BetaBuilders Japan ETF in Q2 2019 and has held it in 7 quarters since.
261 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Japan ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.